Simplify Your Life
Isn’t life complicated enough? Investment planning shouldn’t make it more so.
That’s why the Homestead Family of Funds provides you a simple way to pursue your dreams through a concise menu of nine no-load mutual funds, which range in objective from current income to long-term capital appreciation.
Homestead Funds can help simplify the way you pursue goals such as these:
- Investing by Life Stage
- Investing for Retirement
- Investing for Education
More than an investment, Homestead Funds also provides you with guidance and strategies to help you manage your investment, including tips for maintaining a diversified portfolio and balancing risk and return. And, for any investor — not just those with substantial assets — we can provide a written asset allocation plan tailored to help you meet your specific goals.
Explore these website pages for help with your financial planning decisions.
Diversification and asset allocation do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. Homestead Funds does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.